Title: Workflow triggers | OneForm

> Every event that can start a workflow, from a submitted form to a paid report, a booked call or a Hot lead.

Source: https://oneform.si/help/workflows/workflow-triggers/

---

1. [Help Center](https://oneform.si/help/)
2. [Workflows](https://oneform.si/help/workflows/)
3. Workflow triggers

[View as Markdown](https://oneform.si/help/workflows/workflow-triggers.md)

# Workflow triggers

Every event that can start a workflow, from a submitted form to a paid report, a booked call or a Hot lead.

Updated October 22, 2026 · 2 min read

[Open Workflows ↗](https://app.oneform.si/workflows?help=workflow-triggers)

The trigger is what starts a workflow. You choose it under **Starts when** at the top of the workflow editor. Each workflow has one trigger and belongs to one form, so it only starts for that form's clients.

## Choose a trigger

1. Open the workflow from [Workflows](https://app.oneform.si/workflows).
2. At the top, click the event under **Starts when**.
3. Pick a trigger from the list.

The line under it says exactly when it starts. A form's Default workflow always starts with **Form is submitted**, so you can't change its trigger.

## Every trigger

| Trigger                     | Starts when                                                                                                                |
| --------------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| **Form is submitted**       | Someone finishes the form.                                                                                                 |
| **Form is left unfinished** | Someone answers some questions, then stops for an hour without submitting. It starts once, and stops if they finish later. |
| **Report is approved**      | A reviewer approves the report.                                                                                            |
| **Report is sent**          | The report email goes out.                                                                                                 |
| **Report is opened**        | The client first opens the report email or their report page. Once per report.                                             |
| **Payment received**        | Someone pays for a report or a consultation.                                                                               |
| **Call is booked**          | Someone books a call on the form's thank-you screen. Once per submission.                                                  |
| **Call is rescheduled**     | A booked call moves to a new time, by the client or your team. Each time it moves.                                         |
| **Call is cancelled**       | A booked call is canceled, by the client or your team.                                                                     |
| **Lead becomes Hot**        | A person's lead score reaches Hot for the first time. Once per person.                                                     |

## Good to know

- **The trigger decides which actions fit.** The action picker only offers actions that make sense for the trigger. For example, **Draft the report** only fits **Form is submitted**, and a confirmation email doesn't fit **Lead becomes Hot**. If you change the trigger later, an action that no longer fits says so, and the workflow can't be turned on until you remove it.
- **What you can insert follows the trigger.** **\+ Insert answer** offers call details for the call triggers, payment details for **Payment received**, and the last question answered for **Form is left unfinished**.
- **Unfinished forms are tracked only while a workflow needs them.** Once a **Form is left unfinished** workflow is on, the form saves answers as people go. A run starts at most once a week for the same email address. See [Unfinished forms](https://oneform.si/help/share/unfinished-forms/).
- **Hot leads need lead scoring.** **Lead becomes Hot** uses the score on the **Leads** page and needs a plan with full Leads. The score is checked when someone submits a form, or opens or clicks an email. See [Hot lead alerts](https://oneform.si/help/responses-and-leads/hot-lead-alerts/).
- **Calls come from the thank-you screen.** The call triggers start for calls booked after someone fills in this form. See [Offer a call after a form](https://oneform.si/help/bookings/offer-a-call-after-a-form/).

## Why didn't my workflow start?

- **It isn't on.** Only workflows marked **On** start. Drafts and paused workflows don't.
- **It's for another form.** Each workflow belongs to one form. The Workflows page lists your workflows under the form they belong to.
- **It already ran for that person or report.** **Report is opened**, **Call is booked** and **Lead becomes Hot** start only once for the same report, submission or person.
- **They came back and finished.** **Form is left unfinished** doesn't start, or stops, when the same person submits the form.

Was this article helpful?

[← PreviousCreate a workflow](https://oneform.si/help/workflows/create-a-workflow/)[Next →Workflow actions](https://oneform.si/help/workflows/workflow-steps/)

## Related articles

[Create a workflowBuild a workflow with AI, from a recipe or step by step, test it on a real response, and turn it on.](https://oneform.si/help/workflows/create-a-workflow/)[Workflow actionsEvery action a workflow can take, from drafting and sending reports to emails, waits, Slack, sheets, CRMs and files.](https://oneform.si/help/workflows/workflow-steps/)[Responses and leadsGet alerts for hot leadsGet an email the moment someone's lead score reaches Hot, or start a workflow that calls, tags or follows up with them.Pro plan and up](https://oneform.si/help/responses-and-leads/hot-lead-alerts/)[Sharing and embedsFollow up on unfinished formsHow clients pick up where they left off, and how to email people who stop halfway with a workflow.](https://oneform.si/help/share/unfinished-forms/)

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